Plan Snapshot
- Plan Sponsor: Belair Road Supply Co
- Sponsor EIN: 520242850
- Sponsor Address: PO BOX 72729, ROSEDALE, MD, 212378729
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 76
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 76 | $7.8M | $242,210 | $312,638 |
| 2023 | 80 | $7.1M | $0 | $308,908 |
| 2022 | 87 | $8.3M | $295,231 | $299,642 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $19,011 | — | $19,011 |
| PAYCHEX, INC. | Recordkeeper | $18,020 | — | $18,020 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,031
- Estimated Expense Ratio: 0.472% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,852 | $19,011 | $17,981 | — | — |
| 2023 | $2,699,840 | — | — | — | — |
| 2022 | $515,035 | — | — | — | — |